Enabling/Disabling Slack Integration

Article Number:040678

By integrating Slack with kintone, you can use the direct messaging feature in Slack to send a notification to an assignee of a record.
This feature is useful when you manage tasks using the App and Slack.

Notes

  • This feature is available only when you are on the kintone Standard license plan.
  • You need to use the same e-mail address for kintone and the Slack Workspace.
  • You can also configure the Slack Integration for apps in a private space or a guest space.
    The guests can receive notifications via the Slack Integration if their e-mail addresses configured for kintone and the Slack Workspace are the same.
  • Slack Integration cannot be used when the Department Access Control is enabled. Confirm that the Department Access Control is disabled.

Steps to Configure

To configure the Slack Integration, follow the steps below.

1. Set up e-mail address to receive notifications of the Slack Integration
2. Enable the Integrations in Users & System Administration
3. Configure the Process Management setting on the app settings screen in kintone
4. Set up Slack Integration on the app setting screen in kintone

The following section explains how to configure each setting.

Setting up E-Mail Address to Receive Notifications of the Slack Integration

You need to specify the same e-mail address for kintone and the Slack Workspace.
As one way to set up an e-mail address in kintone, this section explains how to set up an e-mail address in Users & System Administration.
To configure this setting, you need to have Users & System administrative permission.

  1. Click the Settings button Settings button and open Users & System Administration. Opening Administration
  2. In Departments & Users under User Administration, click the button edit button at the left end of the user for which you want to set an e-mail address.
    Opening the Edit User screen
  3. Fill in the e-mail address and then click Save. Opening the Edit User screen

Enabling Integrations

You can enable integrations in Users & System Administration. By enabling the integrations here, you will be able to configure the Slack Integration in an individual app.
To configure this setting, you need to have Users & System administrative permission.

  1. Click the Settings button Settings button and open Users & System Administration. Opening Administration
  2. Click OAuth under Integrations.
  3. Toggle on the option for Slack to change the state to Enabled.
    Screen for Integrations

Enabling the Process Management feature in the kintone App

Configure the Process Management setting in the kintone app for which you want to configure Slack Integration.
Setting up process management
If you have already enabled the Process Management feature, proceed to the next step.

Setting up Slack Integration

  1. On the Portal screen of kintone, click the kintone app you want to integrate with Slack.
    In this example, open the Lead Management app. Portal screen

  2. Click the Settings button Settings button at the upper right of the "View" screen of the app.
    Opening the App Settings Screen The "View" screen of an app

  3. Click the App Settings tab. Open the app settings

  4. Click Slack Integration.
    Opening Slack Integration

  5. Click Add to Slack.
    Add to Slack screen

  6. Confirm the Slack Workspace which you want to integrate, and click Authorize.
    In this setting example, the Slack Workspace called "Cybozu" is used for the integration. If you want to change the Workspace to integrate, click "▼" on the upper right side. Add to Slack screen

  7. In the kintone app, ensure that the integrated Slack Workspace is displayed.
    In Slack, a bot user called "kintone" is added to Apps. Screen of Integrated Slack Workspace

  8. Click Back to App Settings on the bottom right side of the Slack settings screen.

  9. Click Update App on the upper right side of the app setting screen.

Now you have completed the settings.

Sending a Notification

Try an operation and check if a notification is sent.

  1. Access the kintone app that you integrated with Slack and open a record. Button to open the Record Details
  2. In the record details screen, click Start. Start menu
  3. Select a user to assign the task and click Confirm.
    Screen to Select Assignee

The assigned user of the task receives a direct message in Slack.
In the direct message, the title of each record is displayed. The URL of the record appears instead of the title, when the record number is selected as a record title, you do not have the permission to view the title, or the title is blank. Screen to Select Assignee

Removing Slack integration

In the app settings screen, you can delete the integrations with Slack Workspace.

  1. Click the Settings button Settings button at the upper right of the "View" screen of the app.
    Opening the App Settings Screen The "View" screen of an app
  2. Click the App Settings tab. Open the app settings
  3. Click Slack Integration. Opening Slack Integration
  4. Click the "x" button x button of the Slack Workspace which you want to remove the integration, and click Remove. Removing the integration
  5. Click Back to App Settings on the bottom right side of the Slack integration setting screen.
  6. Click Update App on the upper right side of the app setting screen.

You have successfully removed the integration.